Precision AQ
SeniorClientFinancialAnalyst
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Client Financial Analyst at Precision AQ. Skills: Financial analysis, Project accounting, Client financial management. Support monthly project accounting efforts. Prepare and lead monthly status meetings”
Industry & Context.
Critical thinking; Analytical; Interpretative; Problem-solving
What They're Looking For.
Must Have
Bachelor's degree with a minimum concentration accounting, finance or business, 3+ years of relevant accounting/finance experience, Intermediate to advanced Microsoft Excel skills
Nice to Have
Agency or Professional Services experience a plus, Month end close experience, Revenue Recognition experience, Project Accounting experience, Client Services/Client Facing experience
What You'll Do.
Support monthly project accounting efforts
Prepare and lead monthly status meetings
Manage project updates across financial trackers
Review and reconcile new projects
Set up new clients in accounting systems
Review intercompany revenue/cost transactions
Assist with Interco contract execution
Review cost allocations compared to budget
Assist with revenue recognition
Prepare monthly project revenue forecast
Review and investigate hours and expenses
Prepare and review client invoicing
Review and submit monthly client accruals
Review client business development opportunities
Review project costs compared to contracted amounts
Forecast future subcontractor costs
Review coding expense reports
allocate & review intercompany transactions
Assist with ad hoc projects
Assist with P&L budget line items
Review and reconcile supporting documents for audit
Assist in development and implementation of new policies
Advise junior staff on client finances
Assist with monthly close activities
How You'll Work.
Team & Collaboration
Facilitate project scope changes with other finance teams & project leads; Build credibility with external and internal stakeholders; Assist other team members
Communication Scope
Oral communication; Written communication; Ability to speak with all levels of the organization
Process & Methodology
Manage project updates, Track milestones/tasks, Facilitate project scope changes
Full Job Description
Job Description Position Summary: The Senior Client Finance Analyst will support the overall financial management for our client portfolio, reporting, general day-to-day activities, and related month end close duties. Essential functions of the job include but are not limited to: Take on a larger role supporting the overall monthly project accounting efforts including preparing and leading some of the monthly status meetings with project managers and managing project updates across financial trackers. Review & reconcile new projects including verifying signatures, identifying revenue type, agreeing to Salesforce, tracking of milestones/tasks, and intercompany amounts as applicable. Follow up with project leads on discrepancies as required. Review & reconcile change orders, budget adjustments & carve outs, and updating project financial trackers for specific project milestones/tasks. Set up new clients in accounting systems and files including adding and mapping employees to new billable rates, and review of MSA's for rebates and discounts. Review intercompany revenue/cost transactions & updating shared financial trackers. Assist with Interco contract execution. Review cost allocations compared to overall project budget & facilitate project scope changes with other finance teams & project leads. Assist with revenue recognition for project revenues & ensure compliance with client contracts including new contract awards updates and pickup of out of period revenue. Prepare monthly project revenue forecast and comparisons to budget/plan. Review and investigate as required hours and expenses for client projects incurred to track against forecast, assigned roles/rates based on information provided by project leads. Prepare & review approved client invoicing based on contracts and follow up with customers on past due invoices. When applicable, create & maintain waterfall of invoicing per contracts. Review and submit monthly client accruals and submissions to clients. Consol
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